Risk Insight Report
Risk Insight Report®
Are you a business owner or manager? Are you confident that your internal policies, processes and procedures are effective in key areas to prevent or minimise the risk of claims arising against your business by your clients or customers?
Don’t have the time or resources for a complete review of your internal policies, processes and procedures?
Are you unsure if your internal policies, processes and procedures should address new and emerging risks such as AI and the increase in flexible and remote working?
A Risk Insight Report might be the solution you are looking for.
We look at your engagement letters/terms of business and discuss with you key areas of risk in an online conversation (lasting up to 90 minutes).
We cover key areas of risk such as your client engagement processes, AI, remote working issues, diary and deadline issues, filing and email issues.
We cover 10 key areas of risk that typically can give rise to claims and problems in your business.
Following the meeting, we report back to you with our findings in an easy-to-understand report with recommendations that are graded in terms of urgency and importance, so that you can prioritise any actions needed. The Risk Insight Report costs £2,995 plus VAT – a small price to pay for peace of mind.
For more information please contact us at [email protected] or on 0797 362 7029.
Risk Insight Report Testimonials
Jodie Hill
Founder of Thrive Law
“We are a small, fast-growing firm, so having an objective set of eyes on all risks was imperative in our growth plans. One of the key challenges has always been the amount of time I felt I would have to invest in the process, so the Risk Insight Report was the perfect solution.
We loved working with Karen and Polly; they made the whole process seem so easy, and they really understood my business and its needs. We received clear prioritised actions and have updated our terms of businesses and key internal processes as a result.
Everyone needs a Karen and Polly to help their business – their expertise is invaluable, and we are always recommending them to others!”
Digital Podcast Editor
“Thank you so much to Karen and her team for guiding me through the Risk Insight Report process. I wanted to make sure that I was managing the risks within my business, but I didn’t know where to start.
The Risk Insight Report was the perfect way for me to come up with an action plan and the Report couldn’t have been clearer.
I’ve gone on to work with Karen on my terms and conditions and I couldn’t be more thankful for the help and guidance I’ve received and the difference it has made to my business. It really has been a gamechanger!”
IT Service Provider
“I found the Risk Insight Report hugely insightful and valuable. Karen and Polly opened my eyes to what could happen if I was faced with a disgruntled client and where my terms of business were falling short.
The process made me realise how important it is to get your terms of business right and not to assume they are correct. My terms of business were professionally drafted, yet Karen and Polly still identified significant weaknesses and tricks I was missing to reduce risk and make my business more profitable.
The Report was so clear and easy to follow, and we’ve already made the recommended changes.I can’t thank Karen and Polly enough and I would recommend the Report to any business – it is well worth it (especially if you’ve downloaded your terms of business from a website!).”